The Insurance Agent will consult with members to assess their financial needs and provide appropriate coverage recommendations. They are also responsible for building a professional network and meeting business development goals.
The role involves consulting with members to assess their insurance needs and providing exceptional customer service. Additionally, the agent is responsible for building a professional network and meeting business development goals.
The Financial Representative will address members' financial needs while demonstrating leadership within the community. Over time, the role will expand to include recruiting, training, and developing other team members to ensure office growth.
